Ubisoft’s Diversification Problem
We discuss the future of Ubisoft as the French publisher tries to diversify its gaming portfolio and explore new business models.... Read more.
The Macro View of VR in 2023
In this issue, we look at the state of the virtual and augmented reality market — how it’s shaking out as the metaverse hype subsides a bit, and what to exp... Read more.
Embracer Teases New Strategies
Embracer is a frankenstein of a company that hasn’t quite seen synergies from its acquisitions yet. We look at where there’s room for optimism, as the compa... Read more.
Take-Two Underperforms in Mobile
Take-Two’s acquisition of Zynga seems to be playing out in terms of Net Bookings numbers, propping up the company in the near-term. Can this halo effect last ... Read more.
Embracer Goes On A Shopping Spree (Again)
In Embracer Group’s latest earnings report, they announced six new acquisitions, including the IP behind Lord of the Rings. We analyze the Embracer deals and ... Read more.
A Look At Layoffs & Gaming Employment Trends
Lately, there has been so much news around layoffs in the games industry. We take a look at the macro trends behind employment, and where this talent is moving ... Read more.
Unity and ironSource Join Forces
Is a massive, $5B merger between Unity and ironSource a necessary and strategic decision, sign of struggles, or emblematic of the continued industry consolidati... Read more.
Sony’s State of Play
Ahead of Summer Game Fest next week, Sony previewed its State of Play. This week, we analyze Sony’s evolving live service and cross-platform strategy in conte... Read more.
Examining Xbox’s Recent Earnings
We breakdown Xbox’s recent earnings report in context of the Activision acquisition. What does it mean moving forward? And also tease our CookieRun: Kingdom d... Read more.
2021 Makes Deal History
Plus we analyze the recent launch of Lost Ark and round up this week’s best reads... Read more.
